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NEOGEN CORP(NEOG)与世纪互联(VNET)财务数据对比。点击上方公司名可切换其他公司
世纪互联的季度营收约是NEOGEN CORP的1.6倍($362.7M vs $224.7M),NEOGEN CORP净利率更高(-7.1% vs -10.7%,领先3.6%),NEOGEN CORP自由现金流更多($7.8M vs $-193.1M),过去两年世纪互联的营收复合增速更高(17.4% vs -0.9%)
Neogen Corporation是一家1982年成立、总部位于美国密歇根州兰辛的跨国食品安全企业,专注提供各类检测试剂盒及相关产品,用于筛查食品中的有害成分。目前业务覆盖美国、加拿大、英国、欧洲部分地区、墨西哥、巴西、印度、中国等多个国家,旗下拥有超100款药物检测试剂盒产品,可检测约300种相关违禁物质。
VNET Group即世纪互联,是中国领先的第三方中立数据中心服务商,提供机柜托管、云基础设施、混合云部署及网络管理等解决方案,服务覆盖科技、金融、零售等多领域企业客户,为企业数字化运营提供稳定的算力与网络支撑。
NEOG vs VNET — 直观对比
营收规模更大
VNET
是对方的1.6倍
$224.7M
净利率更高
NEOG
高出3.6%
-10.7%
自由现金流更多
NEOG
多$200.9M
$-193.1M
两年增速更快
VNET
近两年复合增速
-0.9%
损益表 — Q2 FY2026 vs Q3 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $224.7M | $362.7M |
| 净利润 | $-15.9M | $-38.7M |
| 毛利率 | 47.5% | 20.9% |
| 营业利润率 | -2.4% | 0.5% |
| 净利率 | -7.1% | -10.7% |
| 营收同比 | -2.8% | — |
| 净利润同比 | 96.5% | — |
| 每股收益(稀释后) | $-0.07 | — |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比,按日历期对齐,财年错位的公司也能正确匹配
营收
NEOG
VNET
| Q4 25 | $224.7M | — | ||
| Q3 25 | $209.2M | $362.7M | ||
| Q2 25 | $225.4M | — | ||
| Q1 25 | $221.0M | $309.5M | ||
| Q4 24 | $231.3M | — | ||
| Q3 24 | $217.0M | $302.2M | ||
| Q2 24 | $236.8M | $274.4M | ||
| Q1 24 | $228.8M | $262.9M |
净利润
NEOG
VNET
| Q4 25 | $-15.9M | — | ||
| Q3 25 | $36.3M | $-38.7M | ||
| Q2 25 | $-612.3M | — | ||
| Q1 25 | $-10.9M | $-2.4M | ||
| Q4 24 | $-456.3M | — | ||
| Q3 24 | $-12.6M | $-2.1M | ||
| Q2 24 | $-5.4M | $-1.1M | ||
| Q1 24 | $-2.0M | $-22.0M |
毛利率
NEOG
VNET
| Q4 25 | 47.5% | — | ||
| Q3 25 | 45.4% | 20.9% | ||
| Q2 25 | 41.2% | — | ||
| Q1 25 | 49.9% | 25.2% | ||
| Q4 24 | 49.0% | — | ||
| Q3 24 | 48.4% | 23.2% | ||
| Q2 24 | 47.9% | 21.3% | ||
| Q1 24 | 51.1% | 21.6% |
营业利润率
NEOG
VNET
| Q4 25 | -2.4% | — | ||
| Q3 25 | -7.7% | 0.5% | ||
| Q2 25 | -271.1% | — | ||
| Q1 25 | 2.4% | 0.1% | ||
| Q4 24 | -197.8% | — | ||
| Q3 24 | 1.0% | 24.5% | ||
| Q2 24 | 5.5% | 0.2% | ||
| Q1 24 | 5.3% | 0.2% |
净利率
NEOG
VNET
| Q4 25 | -7.1% | — | ||
| Q3 25 | 17.4% | -10.7% | ||
| Q2 25 | -271.6% | — | ||
| Q1 25 | -4.9% | -0.8% | ||
| Q4 24 | -197.3% | — | ||
| Q3 24 | -5.8% | -0.7% | ||
| Q2 24 | -2.3% | -0.4% | ||
| Q1 24 | -0.9% | -8.4% |
每股收益(稀释后)
NEOG
VNET
| Q4 25 | $-0.07 | — | ||
| Q3 25 | $0.17 | — | ||
| Q2 25 | $-2.82 | — | ||
| Q1 25 | $-0.05 | — | ||
| Q4 24 | $-2.10 | — | ||
| Q3 24 | $-0.06 | — | ||
| Q2 24 | $-0.02 | — | ||
| Q1 24 | $-0.01 | — |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | ||
|---|---|---|
| 现金及短期投资手头流动性 | $145.3M | $492.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1B | $890.8M |
| 总资产 | $3.4B | $6.1B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
NEOG
VNET
| Q4 25 | $145.3M | — | ||
| Q3 25 | $138.9M | $492.1M | ||
| Q2 25 | $129.0M | — | ||
| Q1 25 | $127.7M | $544.3M | ||
| Q4 24 | $140.2M | — | ||
| Q3 24 | $120.5M | $219.5M | ||
| Q2 24 | $170.9M | $247.2M | ||
| Q1 24 | $168.4M | $246.9M |
总债务
NEOG
VNET
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
NEOG
VNET
| Q4 25 | $2.1B | — | ||
| Q3 25 | $2.1B | $890.8M | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.7B | $927.8M | ||
| Q4 24 | $2.7B | — | ||
| Q3 24 | $3.1B | $902.9M | ||
| Q2 24 | $3.1B | $900.6M | ||
| Q1 24 | $3.1B | $895.1M |
总资产
NEOG
VNET
| Q4 25 | $3.4B | — | ||
| Q3 25 | $3.4B | $6.1B | ||
| Q2 25 | $3.4B | — | ||
| Q1 25 | $4.0B | $5.4B | ||
| Q4 24 | $4.1B | — | ||
| Q3 24 | $4.5B | $4.3B | ||
| Q2 24 | $4.5B | $4.0B | ||
| Q1 24 | $4.6B | $3.9B |
负债/权益比
NEOG
VNET
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.28× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | ||
|---|---|---|
| 经营现金流最新季度 | $19.4M | $113.8M |
| 自由现金流经营现金流 - 资本支出 | $7.8M | $-193.1M |
| 自由现金流率自由现金流/营收 | 3.5% | -53.2% |
| 资本支出强度资本支出/营收 | 5.2% | 84.6% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-18.5M | $-589.7M |
8季度趋势,按日历期对齐
经营现金流
NEOG
VNET
| Q4 25 | $19.4M | — | ||
| Q3 25 | $10.9M | $113.8M | ||
| Q2 25 | $16.4M | — | ||
| Q1 25 | $19.5M | $27.0M | ||
| Q4 24 | $40.3M | — | ||
| Q3 24 | $-17.9M | $108.3M | ||
| Q2 24 | $26.7M | $55.8M | ||
| Q1 24 | $-30.2M | $37.1M |
自由现金流
NEOG
VNET
| Q4 25 | $7.8M | — | ||
| Q3 25 | $-13.1M | $-193.1M | ||
| Q2 25 | $349.0K | — | ||
| Q1 25 | $-13.4M | $-220.0M | ||
| Q4 24 | $23.1M | — | ||
| Q3 24 | $-56.3M | $-95.0M | ||
| Q2 24 | $2.5M | $-81.6M | ||
| Q1 24 | $-62.3M | $-102.2M |
自由现金流率
NEOG
VNET
| Q4 25 | 3.5% | — | ||
| Q3 25 | -6.3% | -53.2% | ||
| Q2 25 | 0.2% | — | ||
| Q1 25 | -6.1% | -71.1% | ||
| Q4 24 | 10.0% | — | ||
| Q3 24 | -26.0% | -31.4% | ||
| Q2 24 | 1.1% | -29.8% | ||
| Q1 24 | -27.2% | -38.9% |
资本支出强度
NEOG
VNET
| Q4 25 | 5.2% | — | ||
| Q3 25 | 11.5% | 84.6% | ||
| Q2 25 | 7.1% | — | ||
| Q1 25 | 14.9% | 79.8% | ||
| Q4 24 | 7.4% | — | ||
| Q3 24 | 17.7% | 67.3% | ||
| Q2 24 | 10.2% | 50.1% | ||
| Q1 24 | 14.0% | 53.0% |
现金转化率
NEOG
VNET
| Q4 25 | — | — | ||
| Q3 25 | 0.30× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
NEOG
| Other | $109.2M | 49% |
| Bacterial And General Sanitation | $44.9M | 20% |
| Services | $25.7M | 11% |
| Natural Toxins And Allergens | $20.4M | 9% |
| Animal Care | $8.9M | 4% |
| Genomics Services | $6.3M | 3% |
| Biosecurity Products | $4.6M | 2% |
| Life Sciences | $1.4M | 1% |
VNET
暂无分部数据